BMT Investment Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.69M | Hold |
36,918
| – | – | 1.06% | 45 |
|
|
2019
Q4 | $3.16M | Hold |
36,918
| – | – | 1.45% | 18 |
|
|
2019
Q3 | $2.93M | Buy |
36,918
+225
| +0.6% | +$17.9K | 1.5% | 18 |
|
|
2019
Q2 | $2.6M | Hold |
36,693
| – | – | 1.36% | 25 |
|
|
2019
Q1 | $2.45M | Buy |
36,693
+1,363
| +4% | +$91K | 1.34% | 24 |
|
|
2018
Q4 | $2.21M | Buy |
35,330
+2,125
| +6% | +$133K | 1.4% | 21 |
|
|
2018
Q3 | $2.43M | Hold |
33,205
| – | – | 1.4% | 22 |
|
|
2018
Q2 | $2.27M | Hold |
33,205
| – | – | 1.45% | 14 |
|
|
2018
Q1 | $1.99M | Buy |
33,205
+2,926
| +10% | +$175K | 1.34% | 28 |
|
|
2017
Q4 | $1.84M | Buy |
30,279
+2,589
| +9% | +$157K | 1.33% | 29 |
|
|
2017
Q3 | $1.49M | Buy |
+27,690
| New | +$1.49M | 1.38% | 34 |
|